To try to better understand our members' attitudes and impressions, we conducted our annual member satisfaction survey last fall. We are grateful to the 135 respondents who shared their feedback. We want you to know we are listening to you and planning for a great 2020 of programming and services to meet your needs.
The Forum's website and Knowledgebase features resources from 80 regional and national philanthropy serving organizations, their 7,000+ grantmaking foundation members, and colleague philanthropic partners. There are several different ways to search the resource library. Using the filters on the right side of this page, you can search by type of resource, topic, or audience. For example, if you are looking for a template, select type, then you can filter by audience or topic to refine the results. Please note, the search box below only searches resources. If you're looking for news or events, use the search box in the upper right corner to search the entire site.
- resource provided by the Forum Network Knowledgebase.
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CECP has shared a toolkit to help you share this survey with corporations in your network. It includes sample language, how to take the survey and additional resources.
American Red Cross is seeking to hire a Regional Philanthropy Officer who works closely with will be responsible for meeting an annual revenue target between $500k to $1M by working with an assigned portfolio of about 200+ donors and prospects to advance the mission of the organization and assist donors in creating meaning in their lives through giving to the American Red Cross.
American Red Cross is seeking to hire a Donor Development Officer who will work to reach out to current, past and prospective donors in expanding their financial support of the work of the American Red Cross. You will be responsible for meeting an annual revenue target by working with an assigned portfolio of donors and prospects to advance the mission of the organization and assist donors in creating meaning in their lives through giving to the American Red Cross.
This is the sample copy of the 2020 Census Invitation letter.
See how other philanthropy-serving organizations are promoting Foundations on the Hill with their members including email and the web.
One of the key findings from United Philanthropy Forum’s 2018 Racial Equity Scan of Philanthropy-Serving Organizations (PSOs) was that Forum members are eager to engage in peer learning, particularly around advancing racial equity in their organizations, with their members and through their programs. In order to advance this learning, and to support member organizations who are at different places on the continuum of equity skills and practice, the Forum is partnering with Change Elemental to create two Racial Equity Peer Learning Cohorts
The UBIT Coalition, of which United Philanthropy Forum is a member, created this template letter for organizations to use to reach out to their members of Congress to request immediate repeal of the tax on nonprofit parking and transit benefits – Internal Revenue Code Section 512(a)(7).
United Philanthropy Forum submitted public comments to the Internal Revenue Service (IRS) in response to the proposed rule which would roll back donor reporting requirements for certain nonprofits. (Guidance Under section 6033 Regarding the Reporting Requirements of Exempt Organizations)
The Center for Effective Philanthropy (CEP) is seeking to hire a Director of Donor Resources who is responsible for refining and executing it's strategy to reach more individual major donors with it's knowledge and insights, which includes building strong relationships with intermediaries who work with these donors and accurately representing CEP research findings to relevant groups of donors and donor-facing audiences across the United States.
This document, created by The Ross Foundation and Philanthropy West Virginia, is a data tool to assess the historic level of overpayment of the excise tax at 2%. The data goes back to the early 2010s. The document shares the high points of the dollar levels nationally and then for a few sample states. Please note this does NOT include the projected legal, accounting, and investment fees lost by foundations in trying to calculate the spend to make the 1% fee tier.
Documentation about Drupal features that have been shared via Slack #drupal channel to KM Partners.
Key points from Census Counts on a full-year direct appropriation for the 2020 Census in the next enacted legislative vehicle.
Senator Jack Reed (D-RI) and Representative Brenda Lawrence (D-MI) sent a letter to Steven Dillingham, the Director of the Census Bureau, requesting that the agency moves swiftly to ramp up census preparations.
Find out more about sponsorship opportunities in 2020 to show your support for the philanthropic sector and reach more than 300 philanthropy leaders from across the country.
This list provides the contact information for recipients of the Census Equity Fund Grants up to September 2019.
This template should be used by KM Partners to help support the annual work to development their individual PSO's budget as it relates to KM including annual fees for the collaborative, guidelines for individual development, managed services contracts, etc.
Presidential candidate Joe Biden released a plan to fund his educational goals by limiting the value of itemized deductions. This plan proposes a cap on the charitable deduction at 28 percent. The Charitable Giving Coalition, of which United Philanthropy Forum is a member, responded with a press release to encourage Vice President Biden to reconsider his proposal and instead support a universal charitable deduction.
The UBIT Coalition, of which United Philanthropy Forum is a member, submitted this letter to Congressional leadership asking them to repeal the changes to UBIT, Section 512(a)(7) and its 21-percent tax on qualified transportation fringe benefits that tax-exempt employers provide to employees.
United Philanthropy Forum and 21 philanthropy-serving organizations sent this letter to Speaker Pelosi, Republican Leader McCarthy, Chairman Neal, and Ranking Member Brady, as well as all other Representatives on the Ways and Means Committee, in support of simplifying the private foundation excise tax to a revenue-neutral, flat 1.39 percent.